Muzinich Global Tactical Credit Fund Hedged GBP Accumulation A Units

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Morningstar Rating™(Relative to Category)-
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-Year--Not Rated
5-Year--Not Rated
10-Year--Not Rated
Overall--Not Rated
 
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1 Year Daily Volatility Chart (annualised)
  • Muzinich Global Tactical Credit Fund Hedged GBP Accumulation A Units
  • Morningstar Gbl Core Bd GR Hdg GBP
%
Volatility Measurements28/02/2023
 
3-Yr Std Dev6.90 %
3-Yr Mean Return-1.53 %
 
3-Yr Sharpe Ratio-0.32
 
Modern Portfolio Statistics28/02/202328/02/2023
 Standard IndexBest Fit Index
 Morningstar Gbl Core Bd GR Hdg GBP  Bloomberg Gbl Agg Corp TR Hdg GBP
3-Yr Beta1.070.76
3-Yr Alpha2.691.21
 
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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